Planned Giving 101

Via Webcast Only

 Friday, April 30, 2021
7:30 AM Webcast Access
8 AM – 1 PM Conference

Registration Cost:  $30.00

Thank You to our Virtual Conference Sponsor

About Planned Giving 101 | Schedule and Speakers

Continuing Education Credit:

4.75 CFRE Credits 

2.2 CLE Credits in Missouri

CLE Credits Pending in Kansas

This is a program designed to address the fundamentals of planned giving today including those who:

  • Are interested in starting a planned giving program
  • Need to improve their knowledge of planned giving
  • Want to jump start their planned giving program

Topics to be covered:

  • Overview – Why is planned giving important
  • Essentials – Definitions, terms, and policies
  • Types of planned gifts and unique gifts
  • Gift acceptance policies
  • Resources for smaller nonprofits
  • Soliciting donors – the process
  • Next steps
  • Q&A with Panel of Presenters

The speakers are working professionals who bring many years of planned giving experience and knowledge.

  • Scott Blakesley, Attorney At Law – Spencer Fane LLP
  • Jeffrey Byrne, Co-Founder & CEO – Bryne Pelofsky & Associates
  • Tim Dodge, Manager of Major & Planned Giving – Kansas City Symphony
  • Justin  Elder, Development Manager – Jerusalem Farm
  • Evan Lange, President, Midwest Region – The Signatry
  • Lisa Pelofsky, Co-Founder & CEO – Byrne Pelofsky & Associates
  • Pat Smithson, Director of Development CAHSS and Education – University of Central Missouri

Recommended For:

  • Nonprofit Staff
  • Boards of Directors
  • Fundraising committee members

Location: Virtual